by Alina Sonke | Mar 27, 2024 | Blog, Document Control, Product Tips & Tricks
For suppliers providing project documentation to EPCs, managing material test reports (MTRs) can be a headache. That’s why having an efficient system for handling Material Test Reports (MTRs) is essential. With DocBoss, you can store MTRs in a shared library...
by Carl Mueller | Mar 27, 2024 | Product Tips & Tricks
Did you know that you can format the file names of submittals before they are sent to your external EPC customers? This is used to format the file names on any Outgoing Submittals so that you can meet whichever format your EPC customers require, each time. To get...
by Carl Mueller | Mar 23, 2024 | Product Tips & Tricks
Assemblies group order detail by line numbers. In the case where you do not have any sub lines (a.b.c.d), they are exactly the same as the “Unit” fields. They come into play when your order detail contains sub lines (i.e. 1.a, 1.b). Assembly Line This level creates a...
by Carl Mueller | Mar 21, 2024 | Product Tips & Tricks
In this article we’ll discuss updating document numbers in DocBoss and instances where it might be necessary. When uploading doc numbers using the edit data via CSV from the Card List – you must add the word (in all caps) OVERRIDE into the related column for...
by Carl Mueller | Mar 1, 2024 | Product Tips & Tricks
Project setup when a customer sends a detailed document list with numbers, instead of a list of doc codes There is a temptation to upload the customer document list to the DocBoss CODE LIST, putting doc numbers as doc codes. This generally causes confusion in DocBoss...
